See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,366 | $96,557-68.6% | $80,975-62.5% | $273,961-88.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.75% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $8,622 | $4,868+77.1% | $3,714+132.1% | $4,869+77.1% |
| Participant deferral / active EE | $6,172 | $6,598-6.4% | $5,696+8.4% | $5,287+16.7% |
| Admin fee / account holder | $10,058 | $7,492+34.3% | $5,516+82.4% | $10,132-0.7% |